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J P Morgan Exchange Traded F shares owned by ForthRight Wealth Management

Quarter-by-quarter ownership of J P Morgan Exchange Traded F (JIRE) shares owned by ForthRight Wealth Management from 13F filings

Historical chart of ForthRight Wealth Management investment in J P Morgan Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange Traded F held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange Traded F by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.2M 109k 74.88
2025-09-30 $6.9M 94k 73.54
2025-06-30 $5.6M 79k 70.77

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Bd Index Fds Intermed Term (BIV)
Proshares Tr S&p 500 Dv Arist (NOBL)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Proshares Tr Russ 2000 Divd (SMDV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Dj Glbl Divid (FGD)

View all positions for ForthRight Wealth Management

Top funds holding J P Morgan Exchange Traded F

Jpmorgan Chase & Co
LPL Financial
FMR
Envestnet Asset Management
Janney Montgomery Scott
Sagespring Wealth Partners
Bogart Wealth
Assetmark
Commonwealth Equity Services
CWM
Mml Investors Services
Dynasty Wealth Management
Vestmark Advisory Solutions
Raymond James Financial
Cetera Investment Advisers

View all funds holding J P Morgan Exchange Traded F